Capvisor Associates, LLC

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Capvisor Associates - Insurance Asset Management Solutions CapVisor Associates As a recognized leader in Insurance Asset Management Consulting, we are employee owned and unaffiliated with firms that manage money for our clients. By separating “investment consulting” from “investment management”, we advise on a client’s investments only. In this way CapVisor seeks to avoid the conflicts inherent with providing advice and then implementing that advice. We are trusted by our clients to provide them with fair and balanced investment advice. We are an SEC-registered Investment Advisor with roughly $1Bn in assets and over 150 years combined experience in working with insurance companies. Learn more Insurance Solutions View details to see our full and varied selection of insurance solutions, including consulting and custom analysis. How well is our portfolio manager doing? Evaluating manager performance on a risk-adjusted basis , rather than a nominal basis (returns vs benchmark) is the key to understanding manager skill . How does our manager s performance compare to other similar managers? Has our manager designed our portfolio structure using asset liability management (ALM) techniques? Does our manager s style align with our investment philosophy? Is our Investment Plan documentation (Investment Policy Statement and guidelines) boilerplate or is it truly reflective of our company s financial positon, investment objectives, risk profile, regulatory environment and lifecycle statu

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